ONBOARDING
Manage any kind of onboarding in Trello
Whether you're onboarding clients, customers, or employees, Email for Trello can help your team organize their pipeline, discuss to-dos, and handle email outreach – all in one workflow.
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![Done that fixed it logo]()
It just works. Now I can do everything from each Trello card.
– Scott Weaver, Done That Fixed It
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![Word Class Asia Icon]()
Perfect email solution for Trello users.
– Geraldine Lim, Word Class Asia
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Email for Trello is one of the best Trello Power-Ups out there. The premium version will allow you to pretty much customise the email exactly to your needs with automation, templates, custom address and your logo.
— Mike Day, Dreamsuite -
![Gert Vatt - Mobire]()
Unreplaceable tool.
– Gert Vatt, Mobire
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Email for Trello is a great way to receive requests and stay in touch with folks via email, without ever leaving Trello.
— Chris Marts, ABC Creative
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![Tim Kelly - Groundswell]()
Great customer support.
– Tim Kelly, Groundswell
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I’ve tested an awful lot of Trello Power-Ups over the years. But Email for Trello is one of the few that just blew my mind within minutes of using it!
— Scott Friesen, Simpletivity -
![Aimee Neff]()
The best email/Trello bridge I know of.
– Aimee Neff
Try Email for Trello for free
14-day full-access trial. No credit card required.
Streamline your onboarding in Trello
Tips and resources for customizing Trello into your perfect onboarding workflow.
Email for Trello features
Send emails in Trello
Welcome to your onboarding workflow
Connect a shared inbox (like onboarding@) to send and receive emails right from your Trello board.
Use lists to keep track of the stages in your workflow. Here’s a basic client onboarding example:
Pre-Boarding: Prepare signed clients for onboarding
Welcome: Welcome new clients and share information with them
Introduction: Arrange a kick-off meeting to introduce the team
Ongoing Support: Set up regular check-ins to keep clients happy
Documentation: Keep a list of commonly used docs and templates
Saved Replies
Save time with template emails
Use Saved Reply templates to manage your onboarding journey, save team time, and reduce errors.
Perfect for service businesses like agencies and consultants to manage client communication.
Reply with Trello automations
Automate your onboarding processes
Use Trello rules to automatically send out templated emails based on triggers. Less time spent typing means more time for meaningful work!
Variables
Build better relationships
Keep your emails personal by using variables to insert contact names, Trello content and Custom Fields into your emails. Each variable will be automatically populated with the relevant value when you hit send.
Custom from/send address
Use your own email address
Boost trust and recognition by sending emails from your own custom domain. Simply link up your own email address to your Trello board to get started.
Trello Custom Fields
Organize your onboarding data
Use Custom Fields to organize the details that are important to you. Insert Custom Fields into your emails, or extract details into Custom Fields to use elsewhere in Trello.
Manage your contacts
Manage employee or client details
It’s easy to create new contacts, add email addresses, and edit existing details – right within Trello.
Power-Up your onboarding processes
Set up video calls with Whereby
Sync Trello with your Notion database
Attach docs and PDFs with Google Drive
Saved frequently used links with Bookmarks
Save time on HR with Process Templates
Try Email for Trello for free
14-day full-access trial. No credit card required.